Miura Global Management as of Sept. 30, 2024
Portfolio Holdings for Miura Global Management
Miura Global Management holds 22 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.8 | $13M | 30k | 430.30 | |
| Meta Platforms Cl A (META) | 14.5 | $13M | 22k | 572.44 | |
| NVIDIA Corporation (NVDA) | 9.8 | $8.5M | 70k | 121.44 | |
| Apple (AAPL) | 8.0 | $7.0M | 30k | 233.00 | |
| Boston Scientific Corporation (BSX) | 7.7 | $6.7M | 80k | 83.80 | |
| Netflix (NFLX) | 6.5 | $5.7M | 8.0k | 709.27 | |
| Appfolio Com Cl A (APPF) | 5.1 | $4.5M | 19k | 235.40 | |
| Silverback Therapeutics (SPRY) | 4.5 | $3.9M | 270k | 14.50 | |
| Philip Morris International (PM) | 4.2 | $3.6M | 30k | 121.40 | |
| Emcor (EME) | 4.0 | $3.4M | 8.0k | 430.53 | |
| TransDigm Group Incorporated (TDG) | 3.3 | $2.9M | 2.0k | 1427.13 | |
| Moody's Corporation (MCO) | 3.3 | $2.8M | 6.0k | 474.59 | |
| Amazon (AMZN) | 2.4 | $2.0M | 11k | 186.33 | |
| Eli Lilly & Co. (LLY) | 2.0 | $1.8M | 2.0k | 885.94 | |
| Oracle Corporation (ORCL) | 2.0 | $1.7M | 10k | 170.40 | |
| Ferrari Nv Ord (RACE) | 1.9 | $1.6M | 3.5k | 470.11 | |
| Deckers Outdoor Corporation (DECK) | 1.8 | $1.6M | 10k | 159.45 | |
| Embraer Sponsored Ads (ERJ) | 1.0 | $884k | 25k | 35.37 | |
| Adma Biologics (ADMA) | 0.9 | $800k | 40k | 19.99 | |
| Repligen Corporation (RGEN) | 0.9 | $744k | 5.0k | 148.82 | |
| Pulte (PHM) | 0.8 | $718k | 5.0k | 143.53 | |
| Cirrus Logic (CRUS) | 0.7 | $621k | 5.0k | 124.21 |
